Integrate Membership Sign-Ups with Website User Registration

The Realm of Caring Foundation (RoC) is a small nonprofit doing big things to help improve quality of life through cannabinoid therapies. We work with children and adults who are typically experiencing life-limiting medical conditions. Through Research, Education, and Advocacy, we elevate the science, understanding, and access to cannabis therapies. We recently launched our “RoC Friends” program, in which our supporters can give monthly donations to receive special rewards and services. There are 5 levels with various benefits, detailed here: [login to view URL] Sign-ups and payments are managed through NeonCRM. Their API documentation can be found here: [login to view URL] We’d like to integrate this program into our website registration. When a user creates an account, they should select which Friend level they’d like. The process should be as smooth as possible for the user. Preferably, we’d keep our same Registration form, built with RS Form Pro. At the $0 level, clients are merely signing up for our newsletter, currently handled by MailChimp, and will not be creating a website user account. There should be clear language stating this. Clients selecting the $1 level or higher will create a user account and sign up for the Friends program at the same time. One form should complete both tasks. Because most of our essential services are offered beginning at the $1 level, we want to offer a waiver for those who cannot afford to pay the cost. There should be a clear way for a client to select the waiver option, then continue through the registration process. Possibly a button stating, “I can’t afford $1 per month.” Clicking the button allows them to sign up at the $1 for free and create a user account. (This may require an additional membership level added to Neon) We’ll also need an easy way to determine someone’s RoC friend level, without having to login to NeonCRM. This could be a page on our website, restricted to Staff access only, where an employee could enter an email address or name and have the page return the client’s Friend status and also allow the employee to add them as a Friend or change their giving level. All current website users will be asked to select their Friend level upon login. The options will be the same as for new users (levels, waiver, etc). We’ll also need an automated process to check a user’s Friend status upon login. For instance, if a user is an active RoC Friend, we don’t want to ask them to join the Friends program. Similarly, if a client discontinues their involvement in the Friends program, we need to prevent their access to our online resources. In this case, they should be offered a way to sign back up, including the option to use the waiver. These changes should not be made immediately on our production website. We’d like to be able to test the changes and provide feedback, then choose a “launch date” for implementing on our site. Lastly, we are a small group and regularly change and update our messaging and systems. This project should be completed in a way we can manage and alter as needed moving forward (open and documented source code). Details: -Website built on Joomla -Current registration form built using RS Form Pro component -Friends program is managed by NeonCRM’s Membership module -Newsletter is done using MailChimp -Employees’ user accounts are currently added to the Staff user group Deliverables: -Website Registration form -All needed code, commented for readability -Website “portal” for staff to check Friends status of a client -All current users in the Clients user group added as $1 members for free